Leslie Pierce

Leslie Pierce

Accountant

Member

Endorsement Letters I've Received

Clients can send their information to me in the way that is easiest for them:  drop it off in person, mail it, or upload it to a secure portal.  When it comes to delivering the finished tax return to them, they must sit through a review of the return with me.  We can Zoom, we can meet, we can phone, as long as they go through their return.  I add value by explaining each line and informing them why they are getting the result they are and what they could do differently in the future.   I usually hear, "ohhh I did not know that!"  

Referral Trigger Response

Nest Financial Services LLC

Nest Financial Services LLC

770-686-7007

603 Macy Drive
Roswell, GA 30076

Company

Gold Star Pin 10/05/2016

Members I've Invited

John McColl

John McColl

Elisabeth Young

Elisabeth Young

Ini Ikpe

Ini Ikpe

Katie Cathell

Katie Cathell

Glenn Jones

Glenn Jones

Joe Koziak

Joe Koziak

Amy Taylor

Amy Taylor

Dr. Jason Regis

Dr. Jason Regis

Sponsorship

East Cobb Team

Introduced by:

Bob Stone

Bob Stone

Joined on 08/21/2013

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 12/03/2020
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 03/02/2022

Membership

5-year Pin 08/29/2018
3-year Pin 08/24/2016

Team

Team

PowerLinks Certificate 10/01/2013
Filling the Filing Cabinet Workshop 08/05/2014
Best Client Workshop 07/16/2014
InfoMinute Seminar 09/24/2013
Orientation Essentials 09/04/2013

Development